Sep 20, 2023
This episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here.
Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his...
Sep 4, 2023
This podcast episode was recorded on Aug. 29 with a 'highlight' clip of the most actionable insights released to premium subscribers that same day. Premium subscribers then received the full episode -- without ads or interruptions -- the following day, on Aug. 30. To find out more about premium subscriptions, visit our...
Aug 30, 2023
This podcast was released to premium subscribers on Aug. 24. Become a premium subscriber on Substack or Supercast.
Cormac Kinney, founder and CEO of Diamond Standard, joins the podcast to discuss the concept of diamonds as an asset class: why they haven't become an investable commodity like other precious metals, how...
Aug 23, 2023
This episode was recorded on Aug. 15 and released to premium subscribers that same day. Become a premium subscriber here.
Brooker Belcourt, founder of Covey.io, rejoins the podcast to discuss the three-pronged consensus that the investment platform's best analysts are picking up right now and the 20 names that...
Aug 10, 2023
This podcast episode was released to premium subscribers the same day it was recorded. Become a premium subscriber by signing up on our Substack or Supercast.
Peter Kraus, founder and CEO of Aperture Investors, joins the podcast to discuss his views on the economy, why he expects the 'soft landing' to occur, but why it...